MY MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
I am a Family Wealth Director, a Morgan Stanley designated financial professional, who believes that you - as one of our most important clients - is entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably not encountered at any other firm. As a Family Wealth Director, I bring the scope and influence of the differentiating resources of Morgan Stanley to our most valued clients.
This combination of personal attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding
BM/Supervisor; Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
I have been a Financial Advisor at Morgan Stanley for over thirty years and am a founding partner of the Pelican Bay Group at Morgan Stanley. The Pelican Bay Group is a boutique team within a large global wealth management firm established in 1924. My primary clients are business owners, corporate executives, professionals and their families on a worldwide basis. My objectives for my clients are to build and preserve their wealth, maintain their lifestyle and develop a lasting and impactful legacy. I realize that you are unique and our process while in-depth and thorough, addresses it.
I am a believer that you have to continuously upgrade your skill set. As such, I am a graduate of Indiana University with a BA in Finance. I also acquired my Certified Portfolio management degree from Columbia University and completed the Family Wealth Director program. The Family Wealth Director designation qualifies me to provide wealth transfer, liabilities management, and business succession planning strategies for high net worth individuals and their attorneys, accountants and other advisors.
Outside of work, I volunteer with Habitat for Humanity and am interested in photography, woodworking and travel. My wife Amber and I two grown children and reside in Denver and Maui.
Jeanette joined Morgan Stanley and its predecessors in 1997 and has achieved her Series 7 and Series 66 licenses. She is a Senior Registered Associate which reflects her ability to provide the proficient handling of all client administrative needs including trade executions while providing a high level of service to all clients. Jeanette is committed to achieving continued professional development. She is constantly adding to her knowledge, depth and breadth of her experience within the financial industry. Over the years Jeanette has become an expert in the firm’s operational systems for the benefit of our clients. She is involved in new hire training on Morgan Stanley managed account platforms, within the Complex and was a member of the National Service Advisory Council. Jeanette is also trained to assist with Consulting Group technical analysis.
Jeanette was born and raised in Denver, Colorado. Her ties to Denver run deep with her large extended family. She is a mother of 3 young children who keep her extremely busy in her personal time. She is very involved in their education and extracurricular activities. Jeanette and her husband Donavan, enjoy family time, traveling and exploring with their little ones.
Jennifer joined Morgan Stanley as an intern in the Boulder, Colorado office in 2009. After graduating, she ran their operations which included branch document processing, cashiering, and new accounts. Relocating to Denver, Jennifer joined the Pelican Bay Group’s Denver office as a Client Service Associate. She provides operational and administrative support to the clients of Financial Advisors, Stephen Stribling and Shelley Ford. She nurtures both new and existing client relationships by utilizing hard work and creativity to tackle special situations. In addition, Jennifer assists the team in their financial education efforts by organizing and creating presentations for their clients and various organizations across the country.
Jennifer was born and raised in Fort Collins, Colorado. She is a member of and was the treasurer for the Alpha Phi Gamma Sorority, Inc. chapter at Colorado State. Jennifer also served as her sorority’s Multicultural Greek Council representative. She has lived in Wales and attended Swansea University in Swansea, Wales. She was a member of the Colorado State University Shotgun Sports Team and continues to shoot trap, skeet, and sporting clays in her free time. Jennifer is the corresponding secretary for the Brighton Japanese American Association. She volunteers for and participates in Alzheimer’s Association events throughout the year. Jennifer enjoys spending time on the river fishing throughout Colorado, cooking, and traveling any chance she gets.
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Creating customized financial strategies for the challenges that today's families face.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
This collection of resources provides highly actionable, jargon-free advice for young investors navigating major life milestones such as starting a new job, getting married, buying a home, and more.
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